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Synergy Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Synergy Investment Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.8K Buy
521
+412
+378% +$32.9K 0.01% 410
2026
Q1 		$8.82K Buy
+109
New +$8.94K ﹤0.01% 512

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Synergy Investment Management's PEG Position: Q2 2026 in Review

Synergy Investment Management increased its Public Service Enterprise Group (PEG) stake by 378% in Q2 2026, buying an estimated $32.9K and bringing the position to 521 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #410.

Synergy Investment Management first reported a position in PEG in Q1 2026 and has held it in 2 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Synergy Investment Management held 521 shares of Public Service Enterprise Group worth $40.8K as of Q2 2026.
  • Synergy Investment Management bought 412 Public Service Enterprise Group shares in Q2 2026, an estimated $32.9K.
  • Public Service Enterprise Group made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #410 holding.
  • Synergy Investment Management first reported a position in Public Service Enterprise Group in Q1 2026 and has held it in 2 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.